NYSE · Consumer Discretionary

U-Haul Holding Company UHAL.B

U-Haul Holding Company operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. It operates through three segments: Moving and Storage, Property and Casualty Insurance, and Life Insurance. It rents trucks, trailers, fixed and portable moving and storage units, specialty rental items, and self-storage spaces primarily to the household movers; and sells moving supplies, towing accessories, and propane.

Rental/Leasing Companies

Company profile

Business mix

  • It operates through three segments: Moving and Storage, Property and Casualty Insurance, and Life Insurance.
  • It rents trucks, trailers, fixed and portable moving and storage units, specialty rental items, and self-storage spaces primarily to the household movers; and sells moving supplies, towing accessories, and propane.
  • The company also provides uhaul.com, an online marketplace that connects consumers to independent moving help service providers and independent self-storage affiliates; auto transport and toy hauler, and tow dolly options to transport the vehicles.
  • In addition, it rents self-moving products and services through a network of managed retail stores and independent U-Haul dealers, as well as rents equipment.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in rental & leasing services?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 122.88 FCF -13.31% Buyback N/A
2026-06-07

Current firm holders

Firm Weight Value Filing period
Yacktman Asset Management Stephen Yacktman 3.6% $270.2M 2026-03-31
Abrams Capital Management David Abrams 3.1% $145.2M 2026-03-31
Smead Capital Management 2.1% $95.9M 2026-03-31
Tweedy, Browne Company 1.6% $20.7M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 2 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $2.4M Estimated from net added shares
Reduction amount $12.1M Estimated from net reduced shares
Net share change / base shares -1.8% -218,255 / 12,127,812
Abrams Capital Management David Abrams 4 filing periods
13F 2025-06-30 Filed 2025-08-08
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-07
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-13
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-14
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 3,251,469 Last 4 periods +0 (0.0%) Total shares 3,251,469 Value $145.2M
Smead Capital Management 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 18.4% 13F value change +$12.4M
13F 2025-09-30 Filed 2025-11-10
Minor reduction Shares -7.2% 13F value change -$20.3M
13F 2025-12-31 Filed 2026-02-09
Minor reduction Shares -6.4% 13F value change -$18.9M
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -13.0% 13F value change -$19.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 2,401,119 Last 4 periods -254,694 (-10.6%) Total shares 2,146,425 Value $95.9M
Tweedy, Browne Company 4 filing periods
13F 2025-06-30 Filed 2025-07-29
Minor reduction Shares -1.1% 13F value change -$2.6M
13F 2025-09-30 Filed 2025-11-20
Minor reduction Shares -2.3% 13F value change -$2.2M
13F 2025-12-31 Filed 2026-02-03
Minor increase Shares 0.4% 13F value change -$1.9M
13F 2026-03-31 Filed 2026-05-06
Minor reduction Shares -0.6% 13F value change -$1.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-06
Base shares 480,424 Last 4 periods -17,092 (-3.6%) Total shares 463,332 Value $20.7M
Yacktman Asset Management Stephen Yacktman 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -0.1% 13F value change -$29.3M
13F 2025-09-30 Filed 2025-11-04
Minor reduction Shares -3.1% 13F value change -$30.2M
13F 2025-12-31 Filed 2026-02-03
Minor reduction Shares -0.2% 13F value change -$24.8M
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 4.5% 13F value change -$323,850
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 5,994,800 Last 4 periods +53,531 (+0.9%) Total shares 6,048,331 Value $270.2M

Recent mentions

No public mentions.